Customer Reviews for Wealthify
7 Jan, 2024
We're looking to gather honest feedback about your experience with Wealthify's investment products and services. Your insights will help prospective customers make informed decisions and help us understand what's working well and what could be improved.
Better returns on my investment with them
Easy on line SIPP Account
They offer a service which is managed on a selection of risk. Once selected the company manage that and keep you informed on performance and adjustments to the investment.
The app is great and I've been really pleased with performance. I took 2 similar products out, one with nutmeg the following year and this with Wealthify. Nutmeg lost so much and was so clunky to use and deal with. Wealthify has performed well and I appreciate the dashboard. No areas for improvement - would be good to have a sticks and shares self selected sandbox' if that's poss, I'd like to start investing myself but don't know where to start.
It's ok customer service
It's managed for you and you can pick how brave you are where investing is concerned A video may help to understand it in more detail
We are sent quarterly reports on how our portfolio is doing.
An introductory offer and regular updates about diversification of portfolio.
